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2015 Report to the Community Celebrating our past, looking toward our future Enley Lauer, granddaughter of Trustee Kay Lauer

2015 Report to the Community - Amazon S3€¦ · portion of the evening with opening remarks, graciously thanking donors and supporters of the Foundation. One of the original Foundation

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Page 1: 2015 Report to the Community - Amazon S3€¦ · portion of the evening with opening remarks, graciously thanking donors and supporters of the Foundation. One of the original Foundation

2015 Report to the Community

Celebrating our past,looking toward our future

Enley Lauer, granddaughter of Trustee Kay Lauer

Page 2: 2015 Report to the Community - Amazon S3€¦ · portion of the evening with opening remarks, graciously thanking donors and supporters of the Foundation. One of the original Foundation

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Celebrating our Past –Looking Toward our FutureA letter from Trustee Chair Kay Lauer and Board President Mark Schreiber

It was on February 6, 1995 that the Emporia Community Foundation was founded by six visionary leaders. Their goal was simple: set our communities on a path to a stronger, more progressive, and sustainable future. They rejected the idea that our towns were too small or that people were stretched too thin already, and instead, focused on releasing our abundant assets – our culture, a pioneering spirit, financial resources, and philanthropic instincts.

In the spirit of “looking toward our future” we are reminded of what Malcolm X said when he stated, “The future belongs to those who prepare for it today.” Over the past 20 years the Foundation has become a resource for donors to look to the future by preparing today.

As we reflect upon this past year we can’t help but be “over the top” excited about our incredibly successful Match Day event (pages 12-15). Our outstanding group of volunteers and staff bent over backwards to volunteer their time, talents and resources to make this one of the most talked about events of the year.

Our Advancing Philanthropy in the Flint Hills event was also an extraordinary success that’s highlighted on page 3. Our collaborative partnership with the Emporia State University and Flint Hills Technical College Foundations made this event possible along with funding from a grant through the Kansas Health Foundation.

Next, a “toast” to our 20th anniversary committee! The success of that wonderful evening on August 21 as we brought donors, grant recipients, trustees, financial advisors, and friends of ECF together was an amazing effort. It was an evening that celebrated our past and helped energize us for the future. We encourage you to read more about it on pages 4 & 5. In conjunction with our 20th anniversary event, we launched a campaign to raise funds for our endowed fund—the Fund for the Future. Please continue to keep the Fund for the Future in mind for your charitable giving considerations throughout the year and through your legacy giving.

On the path to success, your community foundation was led by two respected and benevolent gentlemen. Elvin “Perk” Perkins and Ken Calhoun were the face of and the force behind the foundation for two decades. With this report we are saddened to report that we recently lost both of these great leaders, Ken in October and Perk just prior to publication. They were true leaders who educated and mentored their successors. Both gentlemen knew they would not be here forever and thus built a board of directors and board of trustees to continue on the path they established and led. During their lives, their passion was the Foundation and the communities it serves. Now it is their legacy…one we are entrusted with to further the Foundation’s mission. We wish both men to now rest in peace and we offer our appreciation to their families for allowing them to serve our area.

The path to the future is bright for ECF as we start a new decade of living our mission. We will continue to offer our donors outstanding service through personal contact and enhanced services as we work together to grow philanthropy throughout the Emporia area.

The best way to predict the future is to create it.

- Peter F. Drucker

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Innovation of something in common is an exhilarating occurrence. So it was in the spring of 2015 when three important community entities launched a joint commitment to community philanthropy. As a result of a newly formed collaboration of the Emporia Community Foundation (ECF), Emporia State University (ESU) and Flint Hills Technical College (FHTC) Foundations, a new consortium called Advancing Philanthropy in the Flint Hills emerged. As the consortium came to fruition it became evident that their shared goal of nurturing partnerships between individuals and the community was an important role they could all promote through a collaborative effort.

With a shared mission of, “Inspiring education and community philanthropy through continuing education opportunities,” consortium organizers embarked on a journey to discover how they might work together to support community philanthropy. Through its mission, consortium partners promote learning experiences for professional advisors and others interested in learning more about the intricacies involved in charitable giving.

The primary role of the consortium is to offer continuing education credit for attorneys, accountants, financial advisors, and insurance agents, as well as offering other professional development opportunities to interested community members. The partnership between the three foundations will make it possible for the community to benefit, grow, and prosper with the increased number of professionals fully understanding the role of educational and community-based philanthropy. What better way to carry out our shared missions than to partner with one another to raise up the next generation of philanthropists?

The first program sponsored by the Advancing Philanthropy in the Flint Hills consortium was a free workshop primarily for attorneys and certified public accountants along with a special presentation for non-profit agencies in the Emporia area. The event

was held on May 7 at FHTC with an optional breakfast offered at a low cost and prepared by the culinary arts program at the college. Funding for the event was primarily provided by a grant received by the ECF through the Kansas Health Foundation.

The speaker for the 2015 event was Bryan K. Clontz, founder and President of Charitable Solutions, LLC. Bryan has given more than 2,000 presentations on charitable gift planning; is published in textbooks; and has written dozens of articles, including a planned giving manual entitled Just Add Water, which has sold more than 2,500 copies. Bryan’s interesting and engaging presentations were very timely topics that focused on community philanthropy. His presentation for professional advisors was titled “Creative Charitable Planning with Non-Cash Assets and the presentation for the non-profit agencies was titled “Powerful Planned giving with a Shoe-String Staff and a Shoe-String Budget.”

The three foundations intend to provide future events, and plans for the May 10, 2016 event are already underway. Individuals can learn more about the upcoming event on the consortium website at www.flinthillsphilanthropy.org. Consortium leaders can also be contacted via email at [email protected] or calling 620-342-5400.

“The good we secure for ourselves is precarious and uncertain until it is

secured for all of us and incorporated into our common life.”

— Jane Addams

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20th Anniversary Celebration By Mary Kretsinger

On August 21, supporters of the Emporia Community Foundation (ECF) gathered at the Memorial Union Webb Hall on the Emporia State University campus for a festive 20th Anniversary celebration. With the theme “Celebrating our Past, Looking Toward our Future”, the purpose of the event was twofold—to celebrate the phenomenal successes the ECF has experienced during the past 20 years and to turn the attention to the future, specifically to raise funds for the Foundation’s “Fund for the Future”. Starting with a $5,000 gift from Loretto Langley in 1995, the Foundation’s assets now exceed $17 million and more than 100 different funds have been entrusted to the oversight of the ECF Trustees.

An open bar, generously sponsored by Morgan Stanley Wealth Management, an ECF investment manager, started the evening. A slide show highlighting various funds and projects made possible through the ECF grant program was shown throughout the social hour and dinner.

Master of Ceremonies Bill Barnes began the program portion of the evening with opening remarks, graciously thanking donors and supporters of the Foundation. One of the original Foundation founders, Elvin “Perk” Perkins, and past executive director, Ken Calhoun, were to be honored and share a few comments about the ECF. Unfortunately, neither gentleman was able to attend the event due to

Elvin Perkins began gathering information

about community foundations

1994

1995ECF is established on Feb. 6 with a $5,000

gift from Loretto Langley

Kaltenbacher Trust of Chase County

becomes first major gift to ECF

1999

2000Ken Calhoun hired as ECF

Executive Director/COO

ECF provides $20,000 in community grants to charitable organizations

2001

Celebrating our past...

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Second major gift comes to the

foundation through the Jane & Bernard Reeble Foundation

2007

2008ECF assets reach $6.7M

Over $2M has been granted to charitable projects

NASCAR driver, Clint Bowyer holds 1st charity event & starts 79 Fund

First 5-year strategic plan developed

1st ECF Annual Report is presented to the community

2009

2010

Loni Heinen hired as administrative assistant (now Program Officer)

Affiliates Chase County & Growing Greenwood formed

ECF is confirmed in National Standards

KHF awards ECF a $300,000 challenge

match grant

79 Fund gifts Bowyer Community Building to

the community

2012

2013Shirley Antes hired as Exec. Dir./COO

ECF affiliates with Trusler Foundation

New 5-year strategic plan developed

1st Emporia Area Match Day raises over $61,000

ECF assets reach $16.7M

2014

2015ECF celebrates 20

years of service to the community

Assets reach $17.2M

Over $8M from all funds granted to charitable causes

ECF seeks reaffirmation of National Standards

health issues. Board members Bill Barnes and Mark Schreiber were called upon to deliver the inspirational speeches prepared by Perk and Ken.

The keynote speaker for the event, Troy Unruh, Alliance Officer from the Western Kansas Community Foundation in Garden City, Kansas, gave an interesting presentation on the importance of community foundations. Mr. Unruh was sponsored by UMB Bank, another ECF investment manager.

Kay Lauer, ECF Trustee chair, spoke on the role of the “Fund for the Future,” ECF’s operational endowment fund. DJ Glaser made a few comments on what it means to him and Linda to have a fund with the Foundation. As the evening came to a close, Kay announced that a generous anonymous donor was providing a $50,000 dollar-for-dollar match toward the Fund. Furthermore, if that fundraising goal was met by mid-September, the donor committed another $50,000 gift if an additional $150,000 was raised by the end of 2015. If the Fund met this milestone, its total assets would be halfway in meeting the goal of $1 million by 2020.

Generous donors from the community stepped up to have their donation “matched,” embracing what Gandhi once stated, “The future depends on what we do in the

present.” By the end of 2015 the challenge match for the Fund for the Future was met and it now holds assets of nearly $550,000. The campaign to raise $1 million by 2020 is ongoing and the Foundation’s Trustees will continue to reach out to supporters to encourage them to invest in their community. The Fund for the Future will help meet the charitable needs of the people and places we call “home” forever.

Anyone interested in learning more about the Foundation or in making a donation may contact the Foundation by calling 620-342-9304 or emailing the office at [email protected]. All donations, small or large, are tax deductible and will help the Foundation meet the ongoing charitable causes we all deeply care about. There are many ways donors can contribute to the Foundation’s Fund for the Future, including designating the Fund for the Future as a beneficiary in one’s will or trust, designating the Fund as a beneficiary in a life insurance policy, life estate, retirement plan assets, land, commodities, cash, transfer of stock and a multitude of other options.

looking toward our future.

Bill Barnes – Master of Ceremonies

Troy Unruh – Event Speaker

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Arvonia Historic Preservation SocietyPreserving And Promoting A Community’s Heritage

By Nancy Thomas

Arvonia, Kansas, an Osage County town founded by Welsh settlers in 1869, is now a community of 12 residents, but once had a population of nearly 700. Though small in number, these current inhabitants are very committed to preserving and promoting the Arvonia community and its Welsh heritage. Many small Kansas towns have a rich history grounded in “community spirit,” and Arvonia is a prime example of this type of community.

The Arvonia Historic Preservation Society (AHPS) was founded in 2014 for the sole purpose of keeping this “spirit” alive. Their mission is to provide guidance in the preservation and restoration of the church and school buildings of this quaint settlement, along with sharing the Welsh heritage of the community as a whole.

The rock school building was designed by architect John Haskell in 1873 and is one of the earliest known architect-designed schools in the state. The Calvinist Methodist Church was the center of religious and social activities in the community from 1883 until its closing in 1968.

The Arvonia Historic Preservation Society raises money through private donations, fundraising, and grants. “The Emporia Community Foundation has provided an avenue for people to contribute through tax free donations to our society. We also have received exposure beyond our previous audience and support for our organization through events such as Match Day”, says Susan Evans Atchison of AHPS. Funds received for the AHPS Fund enable the group to preserve, restore and provide upkeep for the church and school buildings. Restoration of the ceiling in the school and refinishing the floors in both the church and school will soon be underway along with the addition of desks and pews.

“Arvonia?”

“Yes, the town itself is no longer there,

but the spirit of the community

will never die.”

- Former Arvonia residents Maggie Henry and Bertha Jones

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The North Lyon County Youth Association “The heartbeat of a community.”

By Staci Hamman

In 1997, Charles and Christine Wallace, along with some interested Allen, KS residents formed a non-profit organization known as the NLC Youth Association. With help from Lyon County a Community Development Block Grant was applied for and received to help with renovations to the 1948 Allen schoolhouse and to build a child care center.

The abandoned school was in desperate need of rescue and restoration before the child care center could open its doors. It needed a new roof, flooring and lots of “tlc.” Thanks to the block grant, donations from the Jones Foundation, Social & Rehabilitation Services, generous public donations and fundraisers the daycare became a reality in 1999. In 2000 the Allen school also became a community center and is now an essential component of the community. At one time the Association had a recreational program but according to Christine it, “fizzled out.” It is hoped that they can generate enough interest in the future to revive the program.

The NLC Youth Association facility is used for multiple events such as wedding receptions, birthday parties, funeral dinners, an annual fish fry and monthly breakfasts as well as local meetings. According to Christine, it’s truly become a gathering place and “heartbeat of the community.” Although the Wallaces are the backbone of this program, they are both quick to point out that it wouldn’t be the success that it is without the support of their board, community and volunteers. Christine said, “Like any organization, you have those that are very involved but you also have to be open to new people and new ideas.” The Wallaces are also pleased to have some

of the younger people in the community getting involved with the Association. Some of them even attended the daycare as they were growing up and after high school or college chose to come back to the community and are now volunteering to help with Association events. When asked about their decision to renovate the school and open the daycare Christine says, “It was all worth it and the biggest reward is witnessing the growth and progress of the next generation that will keep the community alive.” She also said that the future of the Association is very positive and they are happy with the direction it’s headed.

Upon receiving a donation from a local supporter and at the donor’s urging, the Wallace’s approached the Emporia Community Foundation to consider the option of starting a fund. As they visited with the Foundation, Christine said the Association Board decided it was time to give supporters another option for making a contribution to the Association and to provide better investment options. So, with the donor’s gift, the Association opened a fund through the Foundation. The Association is still fairly new to the Foundation, but board members are confident they made the right decision to start the fund.

Fundraising efforts for the NLC Youth Association include a monthly breakfast every third Saturday from 7:00 to 10:00 at their location in Allen. The breakfast provides a home-cooked meal and usually serves around 125 each month. The Association also sells fireworks each year and the annual fish fry is their largest fundraiser. It is always held on the first Saturday of April and usually serves around 750–800 guests.

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Cleve Cook/Emporia Lions Club Fund Impacts EmporiaBy Steve Harmon

Leaving a legacy through a charitable fund is a wonderful way to continue supporting the community into perpetuity. Sometimes that legacy is established in honor of a person’s hard work, passion and dedication to local causes and organizations. The Cleve Cook/Emporia Lions Club Fund, established in 2014 is a great example of the impact a person can make in the community for years to come.

In 2013, Cleve Cook and his wife Hildred passed away, leaving their children with the responsibility to settle the family estate. Along with this they were challenged with identifying how a portion of the estate proceeds would be used to leave a legacy in honor of their father.

Working with the Emporia Community Foundation (ECF), the family established the Cleve Cook/Emporia Lions Club Fund to honor their father’s devotion to agriculture, the Emporia Lions Club, and the local community. When established, the fund was an unpredictable surprise to the members of the Emporia Lions Club. Thanks to the wise investment and frugal lifestyle of the Cooks, the family of Cleve and Hildred were able to create a charitable fund. This fund will provide financial assistance to identified areas that impacted the lives of the Cooks. While the fund is managed and administered through the Emporia Community Foundation, the Emporia Lions Club has the advisory duties.

This past August, the Fund honored Mr. and Mrs. Cook’s legacy with a gift of $25,000 to the Lyon County Fairgrounds Anderson Building improvement project. The gift established a beautiful Cleve & Hildred Cook patio now located adjacent to the recently renovated Anderson Building.

The Cleve Cook/Emporia Lions Club Fund is just one example of how an individual or family can leave a permanent legacy in honor of loved ones and support local charities and organizations at the same time. It will impact many worthy causes in the years to come.

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Lyon County Fairgrounds Improvement ProjectBy Jeff Williams

The dream of renovating the Anderson Building on the Lyon County Fairgrounds began when the County accepted the Bowyer Building project in 2010 from Clint Bowyer and his 79 Fund, a component fund of the Emporia Community Foundation. At the time of the Bowyer building project, a Fairgrounds Improvement Committee was formed and the County began considering options that would afford them the opportunity to renovate the Anderson Building. In December 2014 the major makeover of the building became a reality as it received final approval by the County Commission to begin construction with the goal of having it ready in time for the August 2015 County Fair.

After receiving a $400,000 grant from the W.S. & E.C. Jones Trust, coupled with County funds, other fund raising endeavors were introduced to help pay for additional enhancements to the Anderson Building project. Local supporters quickly stepped up to help, including an anonymous donor that offered a $55,000 matching grant that would be used for the specific purpose of providing support for functional improvements to the Anderson Building. The Lyon County Fairgrounds Improvement Committee approached the ECF to establish a fund to receive donations for the matching grant. This allowed multiple partners and donors the opportunity to work together to improve a community facility that is used for various functions throughout the year. The ECF Anderson

Building Fund became a vital component in helping secure more than $155,000 in private support for the renovation project.

“The ECF efforts to quickly establish a fund to accept matching gifts for Anderson Building improvements was impressive,” stated Corinne Patterson, 4-H Extension Agent and member of the Fairgrounds Improvement Committee. “The ECF regularly communicated with our committee and provided a detailed report of gifts in a timely manner. It was nice to be made aware of the status of gifts, and the ECF made sure we knew when matching gifts were nearing our goal so we could make a final push to capitalize from this fund raising effort. It's nice to have an organized and professional team to help meet community needs. The ability to identify a need, such as fairgrounds improvements, and move forward with a community campaign was made possible by utilizing the Emporia Community Foundation.”

The Fairgrounds Improvement Committee has now become the Lyon County Fairgrounds Foundation which will continue to raise funds for other improvements.

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2015 Grants

During the 2015 ECF grant cycle, $18,620 was awarded to six different organizations in the Emporia area. Over $37,000 was requested by nine organizations.

Osage County East Central Kansas Economic Opportunity Corporation (ECKAN) - Osage County ECKAN was awarded $8,000 to provide dental services for clients in need. The grant was used for specific dental services such as impressions, dentures, and partials.

Bluestem Arts Society of Greenwood County - A grant of $1,500 was given to this group as seed money to assist the volunteers with becoming a formal organization. The group works to foster the arts in the City of Eureka and Greenwood County.

Elmendaro Township Library - The Elmendaro Township Library, located in Hartford, received $2,000 for their automation process and summer reading program.

TFI Family Services, Inc. - Foster homes are always needed. Project Wait No More, a support plan targeting new foster parents in the community, was awarded $4,000 to offer additional support and resources to prospective families as they work through the licensing process.

Big Brothers Big Sisters of the Flint Hills, Inc. - It's important for children to learn everyday life skills. "Kids College" was the result of a $1,500 grant. Kids learned many different things, such as money skills (balancing a

checkbook and budgeting), coping skills (handling stress and overcoming challenges) and healthy lifestyles (proper food balance and exercise).

Girl Scouts of Kansas Heartland - A grant award in the amount of $1,620 assisted with the implementation of new software, a digital volunteer toolkit and website.

The remaining $1,380 available for grants was used to establish the Out of the Blue Fund. This fund will be available for small needs that require a quick response. The grants committee looks forward to announcing the application process in 2016.

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Chase County Community Fund The Chase County Community Fund (CCCF) awarded $14,062.38 for community needs during their two grant cycles in 2015.

The Chase County Junior Senior High School received two grants. The band received $4,135.38 to replace aging percussion instruments. The Industrial Arts/Agriculture program was awarded $1,500 for welding helmets.

The Strong City Santa Fe Depot Railroad Museum received $1,000 to be used towards glass display cases in the recently remodeled depot.

SOS, Inc. was awarded $1,152 for the week long Kydzone Extreme Camp that was held at Swope Park in Cottonwood Falls.

The Strong City Preservation Alliance was given $275 to help with expenses for the Christmas at the Depot event held in Strong City the day after Thanksgiving.

The City of Strong City will use their $5,000 grant for renovating the Strong City Park. The community build will take place in April 2016.

The advisory board also donated $1,000 to Chase County Care & Compassion during Emporia Area Match Day. By making the donation the day of the event, the contribution became something even bigger thanks to the matching pool provided by area foundations.

"The CCCF board is pleased to be able to give back to the community. However, our work is not done. We want to continue to grow our endowment so we can do even more for Chase County," said Mike Spinden.

The CCCF was established in 2010 and the board has worked hard to build the endowment fund. The first grants were awarded in the fall of 2013. Grant applications are accepted twice a year: February 15th - March 15th and August 15th - September 15th.

2015 Advisory Board

Mike Spinden, President

Mike Holder, President Elect

Cathy Barnes, Secretary/Treasurer

Janet Ayers

Kirk Engle

Bobbi Godfrey

Bruce Wells

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As #GivingTuesday approached and as the Foundation prepared to reveal the final results of the 2015 Match Day event, it was all we could do to keep the lid on its success. The second Emporia Area Match Day on Monday, November 16, at the Flinthills Mall enjoyed nearly double the distribution amount of the inaugural event in 2014. More than $78,000 was raised through the generosity of over 850 donations from approximately 375 donors. Donations included small amounts of change to $5,000. A grand total of $121,950.75, which included $37,500 in match money, additional prize money and the $78,050.76 of donor contributions was distributed on #GivingTuesday, December 1. The day was met with great excitement and emotional moments as the 20 participating organizations received their portion of the Match Day distribution.

The Emporia Community Foundation partnered with five funding partners to provide the $37,500 in matching funds, $17,500 more than 2014, to make Match Day 2015 possible. Funding partners included the Hopkins, Reeble & Trusler Foundations and two new funders, Clint Bowyer’s 79 Fund and the WS & EC Jones Testamentary Trust, Bank of America, N.A. Trustee. The match money distribution was a prorated percentage match calculated in proportion to the total amount raised.

As Match Day came to fruition, a number of individuals and local businesses also stepped up to help sponsor the event and provide additional prize money or goods and services. Prize money went for a variety of options such as a drawing for hourly prizes, and other special recognitions for the organizations.

In hopes of helping develop the next generation of philanthropists, the Foundation piloted a partnership with Village Elementary School called “Growing up Giving.” This unique feature allowed students from the local elementary school to visit the booths for the various charities at the Mall to learn about the organizations. Each classroom was given $100 to donate to the organization(s) they felt passionate about. Approximately 240 students in the 3rd, 4th and 5th grades were involved in the project. The $100 donation per classroom was made possible through the generosity of six area banks—Capitol Federal, Citizens State Bank, Community National Bank & Trust, ESB Financial, Emporia State Federal Credit Union, and Lyon County State Bank. Judy Stanley, Village Elementary School principal, had this to say about the event, “I think Match Day is a great opportunity for our students to learn about helping others and understanding how a contribution can have a huge impact on someone's life.”

One of the more important elements of Match Day is that it brings donors together to learn about the services provided by the participating organizations. Donors are able to gather information, visit with the various charitable organizations and donate. It’s the one day of the year where donors can write one check that supports all of the charitable causes they care about.

Each year, Match Day is held on the Monday of the week before Thanksgiving followed by the check distribution on #GivingTuesday (the Tuesday following Thanksgiving) each year. Match Day in 2016 will be November 14 with the check distribution on November 29.

Match Day 2015Nearly Doubles 2014’s DistributionsBy Susan Rathke

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20 Organizations received $121,950.75 on #GivingTuesday:Arvonia Historic Preservation Society – $4,833.85

Birthright of Emporia – $4,098.09

Chase County Care & Compassion – $24,880.84

ECKAN – Lyon County – $1,480.89

Emporia Area Habitat for Humanity – $6,967.99

Emporia Celebrates the Flint Hills – $3,669.63

Emporia Eastside Community Group – $2,047.13

Emporia Municipal Band – $4,786.93

Emporia Senior Center – $2,334.88

Food for Students – $11,887.33

Friends of the Emporia Animal Shelter – $28,783.83

Hispanics of Today & Tomorrow – $1,583.80

Lyon County Crime Stoppers – $1,425.93

Lyon County Department on Aging RSVP – $1,878.95

Lyon County Restricted Emergency Fund – $3,732.45

Military Care Packages – $3,515.89

Never Let Go Fund – $5,078.10

Project TEEN – Flint Hills Community Health Center, Inc. – $2,061.82

Sertoma Train – $2,570.59

What’s in Outdoors – $4,331.83

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Match Day 2015

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MATCHING FUND SPONSORSClint Bowyer 79 FundHopkins FoundationReeble Foundation

Trusler FoundationWS & EC Jones Testamentary Trust, Bank of America, N.A. Trustee

ADDITIONAL SPONSORS(provided prize money or goods/services)

Capitol FederalCitizens State BankClint Bowyer AutoplexCoffelt Sign Company Community National Bank & TrustECF TrusteesEk Real EstateEmporia Lodge No. 12, AF & AMEmporia GazetteEmporia State Federal Credit UnionESB FinancialEVCO Wholesale Food Corp.

Flinthills MallFlint Hills MusicFlint Hills ShopperDave Heinen Internal Medicine Associates John North FordKiwanis Club of Emporia Dr. Thomas Kriss, DDSKVOE RadioKay LauerLongbine Auto PlazaLyon County State Bank

Modern Air Conditioning, Inc.PT Associates of EmporiaRichard & Sarah Porter FundRotary Club of Emporia Sears SubwaySymmonds & Symmonds, LLCThomas Transfer & Storage, Inc.Thomsen Brake & AlignmentUMB Financial CorporationWaters True ValueValuNet

The Emporia Community Foundation wishes to thank the many contributors and donors who made MATCH DAY 2015 an astounding success!

Match Day 2015

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Field of Interest• 79 Fund• Amtrak Train Depot Fund• Anderson Building Improvement Fund• Arvonia Historic Preservation Society Fund• Berta I. Miller Disability Education Fund*• Bill Riggs Memorial Scholarship Fund• Building Futures Fund• Nick Buxton Memorial Fund• Chase County Good Samaritan Fund• Cheryl Holder Middle School Student Council Activity and Scholarship Fund*• Clements Bridge Fund• Friends of Flint Hills Community Health Center Fund• East 9th Avenue Park Fund• Emporia Public School Foundation Endowment Fund*• Emporia Area Match Day Fund• ESU Department of Nursing Fund*• Fairgrounds Development Fund• Lyon County Fair Ground Improvement Fund• CaraLee & Bill Gardner Fund• CaraLee & Bill Gardner II Fund*• Flint Hills Girl Scout Foundation Fund• Floyd Austin Hagins, Sr. Fund*• Hamilton Community Improvement Fund• Fay & Milton Henderson Scholarship Fund*• Hispanics of Today & Tomorrow Fund• Jones Activity Complex Fund• Kansas Health Foundation Fund*• Kansas Parks Trust Fund• Knights of Columbus #1589 Capital Improvement Fund• Gregory Longbine Memorial Athletic Fund• L.T. Heritage Children’s Fund*• Lyon County Extension Council Charitable Fund

• Main Street Campaign Fund• Main Street Improvements Fund• Morgan-Wilke Fund• Monica Wilkinson Memorial Scholarship Fund• Nancy Keller Endowment for the Chase County Courthouse Fund*• Never Let Go Fund• Out of the Blue Fund• Reading Community Fund• Reading Playground Fund• Red Rocks Fund• RR (Red Rocks) Endowment Fund*• Sadie A. Jones Charitable Fund*• Sertoma Train Fund• Springer Education Trust Fund• Twin Rivers Junior Shooting Sports Fund• USD 284 Scholarship Fund*• WAW Legacy Day Fund• What’s In Outdoors Fund• Buster & Eugenia Wheat Scholarship Fund*

Unrestricted • Fund for the Future*• General Fund• Kathryn L. & Elvin D. Perkins Fund*• Loretto A. Langley Church Fund

Designated• Arts Council Endowment II Fund*• Camp Wood Endowment Fund*• City of Emporia Kahola Park Fund• Eastgate Plaza Fund• Emporia Arts Council I Fund*• Emporia Christian School Fund*• Emporia City Band Fund*• Emporia Friends of the Zoo Fund• Emporia Humanitarian Center Fund• Flint Hills Community Health Endowed Fund*• Food for Students Fund• Granada Theater Endowment Fund*• Heather Stewart Endowment Fund*• Hetlinger Foundation Fund• Humane Society of the Flint Hills Endowment Fund*

• Kansas Health Foundation Operating Endowment for CCCF*• Kansas Health Foundation Operating Endowment for ECF*• Kansas Health Foundation Operating Grant Fund• Kansas Lions Foundation Fund• Leadership Emporia Fund*• Lyon County Historical Society Fund• National State Teacher of the Year Endowment Fund• NLC Youth Association Fund• SOS Lohmeyer Family Endowment Fund*• SOS Lohmeyer Family Fund• St. Andrew’s Fund• United Way of the Flint Hills Fund

Donor Advised Fund• Batille Fund• Anonymous Fund• Cleve Cook/Emporia Lions Club Fund• Dale & Carolyn Davis Fund• DeBauge Family Fund• Don J and Linda Glaser Fund• Hanna Family Fund• Kaltenbacher Charitable Fund• Anonymous Fund• Anonymous Fund• Fred & Paula Neuer Endowment Fund*• Ott Fund• Perkins Fund• Richard & Sarah Porter Fund• Powers Gift Fund• Jane & Bernard Reeble Fund*• Earl & Stelouise Sauder Gift Fund• Skip & Jan Evans Gift Fund• Strahm Fund

Affiliates• Chase County Community Fund*• Growing Greenwood Fund*

* = Endowment Fund

Fund List

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Becoming a Donor

Types of FundsThe types of funds are highlighted and defined below.

Field of Interest Funds: These funds are established for a specific field of interest, such as the arts, a university, health, or children.

Designated Funds: Donations to these funds go to a specific charity. Examples include the Emporia Arts Council, the Emporia Christian School and the Humane Society of the Flint Hills.

Donor Advised Funds: These funds are established by individuals, who are then able to advise how these funds may be used. Their ultimate distribution may be for any legally defined charity.

Unrestricted Funds: These funds are not restricted to any specific purpose and distribution is determined by the ECF Board of Directors.

Affiliate Funds: These funds are established by our six contiguous counties for their own communities. Advisory boards raise and distribute funds to address needs in their local communities.

Fund for the Future: This endowment fund is for the operations of ECF. The income earned by the corpus may be used as the ECF Board of Directors see fit.

Give to an Existing FundDetermine the fund(s) you would like to support and do one of the following:

Donate online www.emporiacf.org

Send a check to the Emporia Community Foundation

527 Commercial St., Ste. 501Emporia, KS 66801

Call the Foundation office at620-342-9304

to discuss fund options.

Establish a FundYou can create a fund now, establish it in your will or create a trust arrangement that could benefit you as well as a charity.

Call the Foundation office at 620-342-9304

to discuss setting up a fund.

Thanks to the many donors who have established funds for giving back to the community, anyone can donate to the Emporia Community Foundation. Donors to the Foundation are from a variety of backgrounds, but they all share a common commitment and desire to meet the needs of our community. Just as there are many reasons for giving, the Foundation has a variety of ways to give.

The Emporia Community Foundation values every gift,

whether it is $20 or $1 million, because it makes a difference

in the lives of others.

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Statement of Financial PositionAs of December 31, 2015

Current Assets Assets Liabilities/Fund Balance

Cash and Cash Equivalents $ 122,772.98Investments $ 17,581,681.85Oil Interests $ 6100.00Notes Receivable $ 40,097.11LiabilitiesNotes and Payroll Taxes Payable $ 1465.34Fund Balances $ 17,749,186.60Total Assets/Liabilities $ 17,750.651.94 $ 17,750,651.94

RevenuesContributions $ 2,671,192.54Pooled Income $ -65,887.99Other Income $ 16,705.61Fee Income $ 160,099.44Total Revenue $ 2,782,109.60

ExpensesGrantsUnrestricted Grants $ 48,429.87Grants from Donor Advised $ 417,577.00Grants from Designated $ 45,500.00Grants from Field of Interest $ 701,634.83Grants from Affiliates $ 65,752.48Scholarships $ 62,250.00Supporting ServicesOffice & Investment Expenses $ 115,753.49Payroll with Taxes $ 67,430.07Real Estate Expenses $ 145.24Fees Paid by Funds $ 160,099.44Fundraising for all Funds $ 39,291.96Total Expenses including Grants $ 1,723,864.38

Grants by Program AreaDonor Advised, Designated and Field of Interest Funds

Unrestricted GrantsBy Program Area

2012 2013 2014 2015Net Assets Beginning of Year $ 12,004,387.19 $ 11,981,274.05 $ 14,724,637.49 $ 16,690,939.46Net Assets End of Year $ 11,981,274.05 $ 14,724,637.49 $ 16,690,939.46 $ 17,750,651.94Increase/Decrease in Net Assets $ (23,113.14) $ 2,743,363.44 $ 1,966,301.97 $ 1,059,712.48Pooled Income Earnings $ 974,612.08 $ 2,167,141.15 $ 936,113.17 $ (65,887.99)Grants $ 2,328,825.53 $ 847,588.78 $ 1,125,581.20 $ 1,341,144.18

Statement of Activitiesfor Year ending December 31, 2015

4 Year Recap

• Health and Social Services• Children• Education and Scholarships• Community• Faith and Seniors• Arts and Humanities

• Community• Children• Arts and Humanities• Education

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2015 Board of Directors

Back Row – DJ Glaser; Mark Schreiber, President; Steve Harmon;

Bob Symmonds

Front Row – Kay Lauer, Vice President; Janis Meyer, Treasurer;

Cynthia Kraft

Emeritus Directors

Ken Calhoun Elvin Perkins

Staff

Shirley Antes, Executive Director and acts as secretary to both boards

Loni Heinen, Program Officer

2015 Board of Trustees

Kay Lauer, ChairCynthia Kraft, Vice Chair

Greg BachmanBill BarnesTom Bell

Jeff DeBaugeSkip Evans

Eddie GilpinDJ Glaser

Staci HammanSteve Harmon

Jim KesslerChristian KeislerMary Kretsinger

Dr. Thomas KrissJanis Meyer

Sally SanchezMark SchreiberBob SymmondsNancy Thomas

Mission StatementTo connect caring people with causes that build strong communities within the Emporia area which includes Chase, Coffey, Greenwood, Lyon, Morris, Osage and Wabaunsee counties.

Vision StatementWe envision a community where all residents within the Emporia area, including Chase, Coffey, Greenwood, Lyon, Morris, Osage and Wabaunsee counties, have the opportunity for a high quality of life.

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Emporia Community Foundation 527 Commercial St., Ste. 501

Emporia, KS 66801

Phone: (620) 342-9304 Email: [email protected]

www.emporiacf.org

Accredited in Compliance with National Standards for U.S. Community Foundations

Annual Report designed by Alyson Baggett, Glendo LLC Graphic Designer